Ameriprise

Ameriprise Portfolio holdings

AUM $435B
1-Year Est. Return 24.96%
 

Ameriprise Financial, Inc., founded in 1894 as Investors Syndicate and headquartered in Minneapolis, Minnesota, is a leading financial services firm specializing in wealth management, financial planning, and insurance, managing hundreds of billions in assets for individual and institutional clients. Evolving from its roots in investment certificates, it now offers a comprehensive suite of services, including retirement planning, annuities, mutual funds, and advisory solutions, delivered through a network of over 10,000 financial advisors across the U.S. Known for its client-first approach, Ameriprise became independent in 2005 after spinning off from American Express, focusing on personalized advice and robust digital tools to compete in a crowded market. With a strong emphasis on long-term relationships and financial security, Ameriprise has grown into a trusted name in the retail investment and insurance sectors.

This Quarter Est. Return
1 Year Est. Return
+24.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361B
AUM Growth
+$48.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,133
New
Increased
Reduced
Closed

Top Buys

1 +$1.07B
2 +$987M
3 +$725M
4
MSFT icon
Microsoft
MSFT
+$615M
5
ELV icon
Elevance Health
ELV
+$481M

Top Sells

1 +$519M
2 +$517M
3 +$432M
4
LMT icon
Lockheed Martin
LMT
+$347M
5
ATVI
Activision Blizzard
ATVI
+$337M

Sector Composition

1 Technology 24.35%
2 Financials 11.37%
3 Healthcare 11.13%
4 Consumer Discretionary 8.6%
5 Industrials 8.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
$4.78M ﹤0.01%
273,224
-931,547
2427
$4.77M ﹤0.01%
953,414
-380,377
2428
$4.76M ﹤0.01%
55,161
-205
2429
$4.76M ﹤0.01%
45,730
+10,893
2430
$4.76M ﹤0.01%
87,533
+64
2431
$4.75M ﹤0.01%
299,933
-10,217
2432
$4.72M ﹤0.01%
76,040
+74,108
2433
$4.72M ﹤0.01%
613,929
-21,265
2434
$4.72M ﹤0.01%
602,653
-18,050
2435
$4.71M ﹤0.01%
709,918
-2,912
2436
$4.71M ﹤0.01%
494,797
+118,824
2437
$4.7M ﹤0.01%
242,975
-1,824
2438
$4.7M ﹤0.01%
92,626
-1,929
2439
$4.7M ﹤0.01%
416,093
+299,094
2440
$4.7M ﹤0.01%
176,938
-10,001
2441
$4.69M ﹤0.01%
213,132
+49,539
2442
$4.69M ﹤0.01%
232,490
+186,433
2443
$4.69M ﹤0.01%
109,321
+17,034
2444
$4.68M ﹤0.01%
28,268
-817
2445
$4.68M ﹤0.01%
117,549
+33,571
2446
$4.68M ﹤0.01%
105,038
-3,878
2447
$4.67M ﹤0.01%
1,183,448
+365,541
2448
$4.67M ﹤0.01%
94,201
+60,363
2449
$4.67M ﹤0.01%
198,964
-12,159
2450
$4.66M ﹤0.01%
60,889
-24,376